Institutional Ownership Capital Grp Core Plus Income E (CGMS)
This table provides information about the institutional ownership of Capital Grp Core Plus Income E (CGMS). We have compiled data on the 248 institutions that hold shares in the stock, with a total of 69 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
12,173
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 42.71%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
12,084
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
11,877
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 13.54%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
11,700
shares
|
$0
0.24% of portfolio
|
Q1 2025
Added 19.27%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
11,558
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 25.14%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
11,500
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 16.36%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
11,342
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 11.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
11,184
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
11,150
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
10,871
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 34.16%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
10,723
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
10,266
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
10,245
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
10,068
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
9,906
shares
|
$0
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
9,852
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
8,255
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,244
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 174.8%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
7,850
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 38.94%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
7,649
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
7,610
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 409.37%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
7,336
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
7,138
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
7,080
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
6,472
shares
|
$0
0.05% of portfolio
|
Q1 2025
Added 139.08%
|